Strengthening a Nationwide Footprint

In 2024, Oxford continued its remarkable trajectory of growth, fueled by the expansion of its physical office locations, strategic hires and commitment to delivering unparalleled client service. Two standout examples of this growth were the Palm Beach, Florida, and Atlanta, Georgia offices, which built on their 2023 openings to enhance Oxford’s ability to serve high-net-worth families across the nation.

Palm Beach: Building Trust and Presence
The Palm Beach office experienced a banner year in 2024, driven by Oxford’s unique approach to wealth management. In a community defined by sophistication and interconnected networks of business owners, Oxford’s reputation for objectivity and face-to-face engagement resonated deeply.

Oxford’s presence in Palm Beach is not new, and its growth to include a physical office location has become a contributor to Oxford’s overall success in the area. The office serves ultra-high-net-worth families in Palm Beach and the surrounding area, helping families plan for multigenerational success.

Atlanta: A Decade in the Making
Atlanta’s success in 2024 reflects years of groundwork by Oxford’s leadership to establish relationships in this thriving market. Even before opening the Atlanta office in 2023, Oxford partners had cultivated meaningful connections with the local advisory community, laying a foundation for rapid growth.

The Atlanta team has positioned itself as more than just a financial manager—it strives to be a trusted partner that prioritizes relationships and acts as a comprehensive family office. Oxford has brought its unique suite of services to Atlanta, including private equity opportunities and single-family office solutions.

The growth of the Atlanta office has also served as a model for other Oxford locations, exemplifying how a tightly knit team and a commitment to community engagement can help build a strong reputation with advisors and clients alike.

Strategic Leadership Additions
Oxford’s growth wasn’t limited to the Palm Beach and Atlanta office locations. The firm welcomed several new Partners in 2024, underscoring its ability to attract talent. Among them were Andrew Filauro in Palm Beach, Florida and Bo Wilkins in Atlanta, Georgia, who have already made significant contributions to their respective offices.

Additionally, Jarret Blum joined the Chicago, Illinois office as Chief Development Officer & Managing Director, while Brian Copsey joined the Indianapolis, Indiana office as Chief Financial Officer. These hires reflect Oxford’s strategic investments in leadership to drive continued growth, innovation and to deliver exceptional client experiences.

A Nationwide Commitment to Excellence
As Oxford looks back on a year of growth and accomplishment, the firm remains steadfast in its mission to provide unparalleled service to its clients. Oxford is striving not just to expand its footprint or leadership team, but to shape the present and future of wealth management with a client-first approach.